In this episode, we dive deep into purposeful investments with Joey Mure and Russ Morgan of Wealth Without Wall Street. Join us as Steven shares why aligning your investments with your core values is essential. Key takeaways to listen for 05:05 The heart behind Investing with Purpose 09:32 Importance of having core values and how to create them 19:09 How can you be a good steward of your gifts? 24:24 The impact of aligning your investments with your core values 35:32 Ways to align resources with values to make a positive impact Resources mentioned in this episode 22:38 Apartmen ..read more

Explore the distinctive factors that set us apart from other investment companies as we tackle our investment ethos and approach, prioritizing investors' interests and capital preservation. Key takeaways to listen for 00:10 Differences between public and private market investing 01:37 How Integrity Holdings Group sets itself apart from other investment firms 03:29 The heart and soul behind a unique investment philosophy Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn more about partnering ..read more

Listen to today’s episode and discover why you should explore alternative investment opportunities outside the stock market, such as real estate. Key takeaways to listen for 00:56 The 5 powerhouse companies dominating the market 03:35 Hyper concentration in the market and its potential implications for investors 06:33 Psychological factors that influence our investment decisions 07:56 Why you should diversify your investment portfolio beyond the stock market Resources mentioned in this episode YouTube  5 Charts On the Super Concentrated Stock Market | Morningstar Do you ..read more

Hop in to discover the differences between financial advisors and registered investment advisors and why these discrepancies matter when it comes to fiduciary responsibilities. Key takeaways to listen for 02:39 Reasons some financial advisors can’t be trusted  06:50 Selling away and the challenges it poses for financial advisors 11:29 Why you should know who's managing your money and giving you advice Resources mentioned in this episode CAGR Investments  Wells Fargo Fidelity Raymond James  Blackstone Do you want to be intentional about giving and making a diff ..read more

Discover how key performance indicators (KPIs) help us measure the success of various aspects of our business by tuning in today's episode! Key takeaways to listen for 00:54 Key performance indicators for lead generation and conversion 2:34 Essential metrics to successfully navigate the investment sales process 04:14 Crucial KPIs employed in the realm of asset management 5:18 Factors for assessing capital management and property performance Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to learn ..read more

Steven joins Matt Drouin’s Go Big! Live Podcast to talk about the challenges of securing a construction loan, finding the right partners, and managing a project through to completion. Tune in to learn more! Key takeaways to listen for 02:19 Challenges in traditional real estate investing 8:53 What’s the value of participating in a mastermind 14:56 The importance of having clarity in your deal structures 19:16 Strategies for effectively engaging potential investors 25:26 How to distribute returns from a ground-up development Resources mentioned in this episode CubeSmart  ..read more

Listen and learn as we talk about the latest deal we closed and the challenges encountered in the ever-changing real estate sector. Key takeaways to listen for 00:43 How to effectively deal with a high-interest rate environment  02:58 Challenges in closing a deal and the importance of partnerships 05:08 Opportunities in shifting from a syndication model to a fund model 08:50 Capital preservation: What it is and how it benefits investors Do you want to be intentional about giving and making a difference in the lives of others? Go to https://www.investingwithpurpose.org/ to lear ..read more

Listen to this week’s episode as we tackle how data can be leveraged for making strategic investments in times of economic uncertainty. Key takeaways to listen for 00:55 A data-driven outlook on today’s economy and its impact on the real estate market 04:32 Updates on the commercial RE market and the asset class to watch out for 08:37 The importance of understanding information released in news articles Resources mentioned in this episode Are We In A Recession Yet? - Forbes Advisor  It's going to be ugly': This CEO just issued a dire warning about US real estate  Dollar weakens a ..read more

Join us and learn how effective communication is linked to successful negotiation and can enhance relationships in various aspects of your life in this week's episode. Key takeaways to listen for 02:14 Importance of practicing tactical listening 06:16 Tactical empathy: What it is and how to show it 00:51 10 most popular negotiation terms you need to know 11:28 8 things you can do to improve your communication skills Resources mentioned in this episode 01:03 Never Split the Difference by Chris Voss and Tahl Raz | Kindle, Hardcover, and Paperback 02:02 The Light Switch by Heidi Frye | Kindl ..read more

If you’re thinking about contributing to the betterment of society, this episode is intended for you. Join us as we delve into impact investing with Darin Batchelder. Key takeaways to listen for 04:00 Advantage of understanding taxes and tips to have better real estate equity 18:04 Importance of core values in business and investing 32:17 Helpful advice in choosing a partner and finding the right places to invest 45:25 Updates on today's market and ways to mitigate risk 1:00:43 The heart behind Integrity Holdings Group’s business Resources mentioned in this episode 4:55 Tax-Free ..read more